Madison Puhalsky

Assistant Vice President Of The Wealth Planning Department at Ancora Holdings Group

Madison Puhalsky currently serves as the Assistant Vice President of the Wealth Planning Department at Ancora Holdings Group, a position held since May 2023, following an internship that involved facilitating insurance policy progression and enhancing CRM systems. Madison is also a Teaching Assistant at The Ohio State University, responsible for leading discussions with over 70 students and providing individualized support. Previous experience includes roles as a Customer Service Representative at Big Creek Veterinary Hospital, a Waitress at Ridgewood Kitchen and Spirits, a Barista at The Ohio State University, and a Shift Manager at Panera Bread. Madison is pursuing a Bachelor of Business Administration in Finance at The Ohio State University Fisher College of Business, expected to graduate in May 2024.

Location

Cleveland, United States

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Ancora Holdings Group

Ancora Holdings Inc. is a client focused investment management and family wealth advisory firm that operates with the highest level of integrity and honesty in all aspects of their business. This is accomplished through a culture of entrepreneurial spirit that encourages teamwork, excellence, accessibility, humility and accountability ineverything they do.